Eastern Bank’s iShares Russell 2000 ETF IWM Stock Holding History

Eastern Bank’s Portfolio IWM Stock Details IWM Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$3.18M	Buy	14,740 +1,114	+8%	+$240K	0.06%	120
2025 Q1	$2.72M	Buy	13,626 +8,270	+154%	+$1.65M	0.05%	133
2024 Q4	$1.18M	Sell	5,356 -164	-3%	-$36.2K	0.02%	197
2024 Q3	$1.22M	Buy	5,520 +4,390	+388%	+$970K	0.02%	213
2024 Q2	$229K	Hold	1,130	–	–	0.01%	185
2024 Q1	$238K	Sell	1,130 -439	-28%	-$92.3K	0.01%	191
2023 Q4	$315K	Buy	+1,569	New	+$315K	0.01%	181
2023 Q3	–	Sell	-1,255	Closed	-$235K	–	205
2023 Q2	$235K	Hold	1,255	–	–	0.01%	188
2023 Q1	$224K	Hold	1,255	–	–	0.01%	188
2022 Q4	$219K	Sell	1,255 -172	-12%	-$30K	0.01%	193
2022 Q3	$235K	Sell	1,427 -98	-6%	-$16.1K	0.01%	185
2022 Q2	$259K	Sell	1,525 -75	-5%	-$12.7K	0.01%	180
2022 Q1	$328K	Sell	1,600 -805	-33%	-$165K	0.02%	174
2021 Q4	$535K	Sell	2,405 -333	-12%	-$74.1K	0.02%	158
2021 Q3	$599K	Sell	2,738 -685	-20%	-$150K	0.03%	142
2021 Q2	$785K	Sell	3,423 -1,520	-31%	-$349K	0.04%	138
2021 Q1	$1.09M	Sell	4,943 -109,880	-96%	-$24.3M	0.06%	122
2020 Q4	$22.5M	Sell	114,823 -762	-0.7%	-$149K	1.26%	26
2020 Q3	$17.3M	Sell	115,585 -11	-0%	-$1.65K	1.06%	37
2020 Q2	$16.6M	Sell	115,596 -2,754	-2%	-$394K	1.08%	35
2020 Q1	$13.5M	Sell	118,350 -61,740	-34%	-$7.07M	1.01%	46
2019 Q4	$29.8M	Buy	180,090 +640	+0.4%	+$106K	1.73%	10
2019 Q3	$27.2M	Buy	179,450 +3,795	+2%	+$574K	1.69%	11
2019 Q2	$27.3M	Buy	175,655 +4,427	+3%	+$688K	1.74%	10
2019 Q1	$26.2M	Buy	171,228 +169,444	+9,498%	+$25.9M	1.76%	10
2018 Q4	$239K	Hold	1,784	–	–	0.02%	178
2018 Q3	$301K	Hold	1,784	–	–	0.02%	172
2018 Q2	$292K	Hold	1,784	–	–	0.02%	171
2018 Q1	$271K	Sell	1,784 -167	-9%	-$25.4K	0.02%	180
2017 Q4	$297K	Hold	1,951	–	–	0.02%	171
2017 Q3	$289K	Hold	1,951	–	–	0.02%	173
2017 Q2	$275K	Sell	1,951 -220	-10%	-$31K	0.02%	182
2017 Q1	$299K	Sell	2,171 -375	-15%	-$51.6K	0.02%	172
2016 Q4	$343K	Buy	+2,546	New	+$343K	0.03%	159